WG

Winton Group Portfolio holdings

AUM $2.85B
1-Year Est. Return 30.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.67B
AUM Growth
+$714M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,096
New
Increased
Reduced
Closed

Top Buys

1
+$104M
2
+$19M
3
+$18.3M
4
BA icon
Boeing
BA
+$17.5M
5
INCY icon
Incyte
INCY
+$16.9M

Top Sells

1
+$16.7M
2
+$11.5M
3
+$11.3M
4
GS icon
Goldman Sachs
GS
+$10.4M
5
WDC icon
Western Digital
WDC
+$10.4M

Sector Composition

1 Financials 17.39%
2 Technology 15.86%
3 Industrials 13.11%
4 Consumer Discretionary 12.91%
5 Healthcare 9.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$8.33M 0.31%
153,098
+74,964
77
$8.29M 0.31%
37,285
+20,743
78
$8.27M 0.31%
8,930
+4,241
79
$8.25M 0.31%
295,687
+241,918
80
$8.22M 0.31%
543,333
+335,269
81
$7.93M 0.3%
97,499
+91,268
82
$7.79M 0.29%
+415,257
83
$7.75M 0.29%
+38,161
84
$7.68M 0.29%
211,168
+191,437
85
$7.58M 0.28%
+114,182
86
$7.5M 0.28%
374,260
+10,750
87
$7.48M 0.28%
52,239
+16,820
88
$7.48M 0.28%
+142,857
89
$7.41M 0.28%
66,742
+21,427
90
$7.35M 0.28%
+30,700
91
$7.3M 0.27%
+137,774
92
$7.26M 0.27%
+256,478
93
$7.17M 0.27%
+63,464
94
$7.16M 0.27%
34,992
+10,590
95
$7.14M 0.27%
+162,307
96
$7.1M 0.27%
+111,600
97
$7.08M 0.27%
25,099
-235
98
$6.88M 0.26%
338,423
+238,338
99
$6.86M 0.26%
+81,322
100
$6.79M 0.25%
91,458
+83,369
2 3
4
5 6